Reverse an invoice

1. Go to the Sales invoices (AR301000) window.
2. In the Reference no. field, select the invoice with the status Open.
   
   You must release the invoice and its status has to be Open or Closed for you to proceed.
3. Click Actions - Reverse.
   The invoice type now changes to Credit note.
4. Optional: Change the quantity and the unit price.
   
5. Click .
6. Click Reports - Preview invoice/note to preview the credit note.
7. Click Release.
   The status changes to Open and becomes visible.
8. Click Reports - Print invoice/note, to print it.

9. Go to the Customer payments (AR302000) window to match the invoice and credit note and to close them. For step-by-step instructions of how to match a credit note to an invoice, see: Apply a credit note to open documents.

What is next?

Once the invoice is released, you send it to the customer.

How the invoice is sent depends on the customer's Print and e-mail settings, if the options Send invoices by email or Send invoices to AutoInvoice are selected.

See: Set up e-mail invoices for one customer and Send one invoice to AutoInvoice.

You can release and post a batch of invoices / credit notes from the Release customer documents (AR501000) window, and you can also send a batch from the Print invoice window.

See: Release customer documents and Send several invoices or credit notes to AutoInvoice.